Elevate your career with Tangerine as a Growth Advisor, focusing on client-driven investment solutions. Join a digital banking leader and help shape innovative financial services.

This position is key to building strong relationships with clients, advising on investment products, and contributing to the success of Tangerine Wealth. Collaborate within an agile team environment while ensuring compliance with regulatory frameworks. Your role involves proactive outreach and developing tailored financial strategies that meet clients' needs.

Key Responsibilities: • Guide clients through investment product offerings • Implement proactive client outreach strategies • Collaborate with marketing for lead generation • Continuously update personal finance knowledge • Maintain compliance with industry regulations

Requirements: • Bachelor’s degree in Business or related field • 3-5 years experience as an investment advisor • Experience with financial planning designations such as CFP or PFP • Proven ability to build long-term client relationships • Desire to contribute to a cooperative team culture

Drive transformation in banking through your client-centric approach at Tangerine. #J-18808-Ljbffr

📌 Growth Advisor in Wealth Management (Winnipeg)
🏢 Tangerine Bank
📍 Winnipeg